PegasystemsPEGA
13F holders, Q1 2026 (March 31)484holders +11
92new positions
80sold out
7famous investors
$42.55avg. 13F price*
At the end of Q1 2026, 484 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 11 from Q4 2025. 92 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($410.2M), Vanguard Portfolio Management LLC ($270.8M) and AQR Capital Management ($190.9M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $210.2M |
| Exits | 80 | $408.9M |
All 13F filers, Q4 2025 → Q1 2026: 16,162,567 shares bought and 20,590,244 shares sold, net −4,427,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 484 holders
| BlackRock, Inc. | 0.01% | Add +7.3% | 9,637,018 | $410.2M |
| Vanguard Portfolio Management LLC | 0.01% | — | 6,361,923 | $270.8M |
| AQR Capital Management | 0.09% | Add +62.1% | 4,539,552 | $190.9M |
| Vanguard Capital Management LLC | 0.00% | — | 4,160,456 | $177.1M |
| State Street Corp. | 0.00% | Add +3.7% | 2,856,028 | $121.6M |
| Wellington Management Group LLP | 0.02% | Reduce -1.2% | 2,689,125 | $114.4M |
| Geode Capital Management, LLC | 0.01% | Add +7.5% | 2,518,813 | $107.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.4% | 2,519,022 | $107.2M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -51.8% | 2,377,052 | $101.4M |
| First Trust Advisors LP | 0.06% | Add +44.4% | 2,048,599 | $87.2M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -11.7% | 1,513,255 | $64.4M |
| Jacobs Levy Equity Management, Inc. | 0.26% | Reduce -3.0% | 1,478,875 | $62.9M |
| Boston Partners | 0.06% | Add +683.1% | 1,456,684 | $62.0M |
| Teacher Retirement System of Texas | 0.25% | Reduce -0.3% | 1,396,021 | $59.4M |
| UBS Group AG | 0.01% | Reduce -30.5% | 1,284,019 | $54.6M |
| American Century Companies Inc. | 0.03% | Reduce -32.1% | 1,210,562 | $51.5M |
| Fiera Capital Corp | 0.17% | Add +3.0% | 1,146,653 | $48.8M |
| Copeland Capital Management, LLC | 1.06% | New | 1,123,518 | $47.8M |
| Fisher Asset Management | 0.02% | Reduce -5.3% | 1,108,232 | $47.2M |
| Russell Investments Group, Ltd. | 0.05% | Add +29.7% | 1,071,594 | $45.6M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | New | 1,069,134 | $45.5M |
| Ranger Investment Management, L.P. | 3.24% | Add +15.6% | 1,052,849 | $44.8M |
| Sei Investments Co. | 0.04% | Add +52.9% | 1,052,205 | $44.8M |
| Invesco Ltd. | 0.00% | Reduce -66.4% | 1,052,019 | $44.8M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 1,026,121 | $43.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +31.6% | 987,747 | $42.0M |
| Hood River Capital Management LLC | 0.42% | Reduce -38.6% | 975,621 | $41.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.5% | 940,147 | $40.0M |
| JPMorgan Chase & Co. | 0.00% | Add +33.9% | 913,181 | $37.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.9% | 872,704 | $37.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +117.3% | 814,062 | $34.4M |
| Morgan Stanley | 0.00% | Reduce -33.3% | 800,562 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.7% | 764,961 | $32.6M |
| Los Angeles Capital Management LLC | 0.12% | Add +70.4% | 700,647 | $29.8M |
| HERALD INVESTMENT MANAGEMENT Ltd | 4.07% | Reduce -2.4% | 686,600 | $29.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +52.5% | 667,100 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Add +33.9% | 643,634 | $27.1M |
| Bank of America Corp. | 0.00% | Add +55.6% | 628,100 | $26.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +663.2% | 618,753 | $26.3M |
| Gotham Asset Management | 0.08% | Add +3.3% | 585,263 | $24.9M |
| Crawford Investment Counsel Inc. | 0.42% | Add +11.2% | 580,234 | $24.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 573,793 | $24.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -76.2% | 570,335 | $24.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -21.4% | 538,963 | $22.7M |
| Renaissance Group LLC | 0.90% | Reduce -6.1% | 507,439 | $21.6M |
| Westwood Holdings Group Inc. | 0.16% | Add +40.9% | 504,478 | $21.5M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 500,000 | $21.3M |
| Quantinno Capital Management LP | 0.03% | Add +95.7% | 473,897 | $20.2M |
| Oberweis Asset Management Inc./ | 0.57% | Add +7.2% | 455,290 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +118.7% | 445,986 | $19.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +34.5% | 415,813 | $17.7M |
| Freestone Grove Partners LP | 0.12% | New | 404,467 | $17.2M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 381,787 | $16.2M |
| Franklin Resources Inc. | 0.00% | Reduce -72.2% | 369,096 | $15.7M |
| Deutsche Bank AG | 0.01% | Add +63.6% | 363,917 | $15.5M |
| Pacer Advisors, Inc. | 0.04% | Reduce -20.7% | 346,267 | $14.7M |
| Federated Hermes, Inc. | 0.02% | Add +7.7% | 334,841 | $14.3M |
| Trexquant Investment LP | 0.10% | Add +121.4% | 333,516 | $14.2M |
| Millennium Management | 0.01% | Add +21.9% | 302,750 | $12.9M |
| Point72 Asset Management | 0.02% | New | 302,660 | $12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.2% | 275,179 | $11.7M |
| Wedbush Fund Advisers, LLC | 1.34% | Add +19.4% | 271,752 | $11.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -2.5% | 266,515 | $11.3M |
| Mackenzie Financial Corp. | 0.01% | Add +31.2% | 259,253 | $11.0M |
| Lord, Abbett & Co. LLC | 0.04% | Add +39.4% | 258,090 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +32.1% | 254,766 | $10.8M |
| Luxor Capital Group, LP | 1.67% | No change | 245,983 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Add +69.4% | 174,342 | $10.4M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 237,418 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | Add +242.2% | 212,197 | $9.0M |
| Armistice Capital, LLC | 0.30% | Add +59.4% | 210,429 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.2% | 206,772 | $8.8M |
| Victory Capital Management Inc. | 0.01% | Add +97.7% | 205,243 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Add +3.9% | 204,522 | $8.7M |
| State of Wisconsin Investment Board | 0.02% | Add +14.7% | 201,201 | $8.6M |
| Swiss National Bank | 0.00% | Reduce -0.5% | 184,600 | $7.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +10.3% | 184,265 | $7.8M |
| Tidal Investments LLC | 0.02% | Reduce -25.2% | 181,669 | $7.7M |
| Citadel Advisors | 0.01% | Reduce -23.9% | 180,565 | $7.7M |
| Bridgewater Associates | 0.03% | Add +20.4% | 176,703 | $7.5M |
| Capital Fund Management S.A. | 0.07% | Add +8.9% | 176,125 | $7.5M |
| Cerity Partners LLC | 0.01% | Add +28.3% | 173,376 | $7.4M |
| Summit Creek Advisors LLC | 1.50% | Reduce -41.0% | 171,801 | $7.3M |
| Cwm, LLC | 0.02% | Add +3.1% | 169,206 | $7.2M |
| Nordea Investment Management AB | 0.01% | Reduce -4.6% | 165,839 | $6.9M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Reduce -1.1% | 157,782 | $6.7M |
| Nuveen, LLC | 0.00% | Reduce -38.1% | 149,541 | $6.4M |
| Citigroup Inc. | 0.00% | Reduce -46.1% | 146,225 | $6.2M |
| Weiss Asset Management LP | 0.16% | New | 145,950 | $6.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -57.8% | 140,810 | $6.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +58.6% | 137,302 | $5.8M |
| Barclays PLC | 0.00% | Add +18.4% | 128,886 | $5.5M |
| Man Group plc | 0.01% | Add +11.6% | 128,871 | $5.5M |
| Susquehanna Fundamental Investments, LLC | 0.20% | New | 126,786 | $5.4M |
| Capital Impact Advisors, LLC | 2.16% | Reduce -83.6% | 125,843 | $5.4M |
| Zacks Investment Management | 0.04% | Add +3.8% | 123,795 | $5.3M |
| Cadian Capital Management, LP | 0.62% | New | 119,683 | $5.1M |
| Legal & General Group Plc | 0.00% | Reduce -12.6% | 118,704 | $5.1M |
| Engineers Gate Manager LP | 0.06% | New | 117,515 | $5.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -56.6% | 117,099 | $5.0M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.